Services

Haynes & Associates, LLC provides a wide range of confidential, accurate and timely services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include but are not limited to the following:

Accounting Services

Bookkeeping/Write-up

Business Analysis

Business Coaching Services

Compilations

Entity Selection and Restructuring

Estate and Trust Tax Preparation

IRS Representation

Payroll Services

QuickBooks Accounting Help and Assistance

Tax Planning and Preparation

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Haynes & Associates LLC provides accounting solutions to all types of business clients. By using cloud technology we customize the level of service you need to produce timely and accurate financial numbers based on your in-house resources. We can help you design a system that will work for you. Whether you use QuickBooks, or another accounting solution – we can assist with any question you may have.

Our Accounting/Bookkeeping Solutions are broke down into 3 general engagements.

1 – Training Engagement:

Many of our clients do not have a high degree of complexity with their accounting, yet they want to have an efficient system. We will set up and train you (or whomever will be doing your data entry) on what you will need to do with your accounting system.

2 – Quarterly Reconcile Engagement:

For clients who do their own data input that have some additional complexity and reporting requirements, we offer a quarterly reconcile program to ensure accuracy of your data. This includes reconciled monthly bank and credit card statements, general ledger clean-up, depreciation calculations, and much more.

3 – Full Data Entry and Reconcile Engagement:

For clients who chose to outsource data entry and reconciliation, we can customize a system to meet the needs of your business. Our clients save money by not having additional employees on their staff – which requires paying payroll taxes, health insurance and other employee-related costs.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Haynes & Associates, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

We work with you to design an bookkeeping solution that works best for your needs and your budget. Each client presents a unique situation and we tailor our service to work around your needs, whether they are monthly, quarterly or annually. Regardless of your record keeping system, such as QuickBooks, handwritten or any other form, we work with you to design and implement the best possible bookkeeping system.

Some business owners prefer to be more involved in their day-to-day operations and process the bookkeeping on their own. We encourage you to find a fit that is best for you. If you wish to do the bookkeeping on your own, we can periodically review your books or even perform your bank reconciliations on a monthly basis. This allows you, as the business owner, to constantly have a handle on your company’s operations but segregating some of the responsibilities will help ensure your books are correct and up to date. Let us “look over your shoulder: and assist you with preparing accurate financial data for your business.

Business Analysis

The range of needs for businesses continues to widen, and Haynes & Associate,s LLC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, and family limited partnerships. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Business Coaching Services

Our Business Coaching service is a specially custom designed plan for you and your business. We build the plan directly from an understanding of what an entrepreneur needs in their tax planning. Our Business Coaching service will focus on three areas.

Step #1: Tax Efficiency Evaluation

We evaluate the tax efficiency of your current business model. From our evaluation we help you determine what other types of tax efficient tools and business planning ideas you might benefit from. Our evaluation will include a “priority list” of items we will offer as suggested next steps, which will be formalized as a “game plan” for you to follow.

Step #2: Implementation

Our Business Coaching program is designed to not only provide the tools you will need to become tax efficient, but we also provide the documentation and implementation of the tools necessary to ensure the best end result. We will walk you through each step of your game plan and be certain you know what is needed for execution. We know what entrepreneurs need to spend their time on, and that will be the focus we take with our business coaching. We want you to focus on profitability and let us handle the details.

Step #3: Review

The last step of our Business Coaching process is to review your game plan on a regular basis. We know (and expect) things change as time goes on. Understanding this will mean your game plan may need to be altered or adjusted as your business changes. In addition, our current landscape of non-stop tax law changes will mean our tax review should be a high priority to stay on track.

Compilation

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

For clients needing Review Engagements

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We do not perform reviews to ensure the integrity of your data. Although we do not provide review services, we have a close network of professional CPA’s that we refer, who will fulfill your review requirements.

For clients needing Audits Engagements

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. Although we do not provide auditing services, we have a close network of professional CPA’s that we refer, who will fulfill your auditing requirements.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Haynes & Associates, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Estate and Trust Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Haynes & Associates, LLC’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

IRS and State Representation

A CPA’s representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay.

Payroll Services

When you choose Haynes & Associates, LLC to do your payroll, you’ll receive personalized service and you’ll be assured of the highest level of data security and confidentiality.

We have a variety of options for payroll management, whether your organization has two employees or 200, in one state or several. Services are tailored to meet your individual needs and vary from complete start-to-finish payroll processing, which includes preparing payroll tax deposits to submitting the required state and federal quarterly and annual reports.

Our payroll services can help you reduce the time spent on administration so you can spend time running your business operations.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, setup, and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

Installation

We can install QuickBooks on your stand alone computer, in a network environment, and in either single- or multi-user modes.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking, and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup, or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts, and reports. This review ensures that you receive timely, relevant, and reliable financial information. We also inform you of any corrections, adjustments, or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but quarterly reviews provide you with up-to-date information and feedback about your business.

Tax Planning and Preparation

At Haynes & Associates LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals.

If you want to reduce your taxes, a good tax plan is paramount. Tax planning is critical to achieving desired end results and staying on course. We walk you through each step of the tax planning process and help you achieve a positive end result!

Two steps to a positive end result are:

Step #1 – Proactive Planning.

Everyone wants to pay less in taxes – or at least only their “fair share”. To get to that amount, proactive tax planning is a necessity. Using our tax planning program, which can be paired with our Business Coaching program, we can be sure our clients will be on their way to tax efficiency.

Step #2 – Skilled People.

Our tax preparation process directly syncs with our tax planning engagements. We prepare all types of returns for S-Corporations, C-Corporations, Partnership, Individual tax returns, and more. At Haynes & Associates LLC we try to make the entire tax process as easy as possible. Our staff at Haynes & Associates, LLC are well trained and views preparing your tax return, as if they were preparing their own.

Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws, and can make sense of your receipts, bills, and notices.